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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,480 | $61,815-83.0% | $97,295-89.2% | $80,959-87.1% |
| Participation rate | 53.1% | 63.5%-10.4pp | 72.7%-19.5pp | 67.7%-14.5pp |
| Annual return | 3.34% | -558.73%+562.1pp | 75.62%-72.3pp | 35.67%-32.3pp |
| Employer contribution / active EE | $846 | $1,836-53.9% | $2,723-68.9% | $2,757-69.3% |
| Participant deferral / active EE | $1,675 | $3,027-44.7% | $4,264-60.7% | $4,300-61.1% |
| Admin fee / account holder | $1,264 | $5,166-75.5% | $5,646-77.6% | $6,925-81.7% |